Portfolio Development Manager

Portfolio ManagementAbout usWe are a FinTech start-up developing innovative AI tools. Our mission is to provide cutting-edge solutions for wealth management and investment advisory.About the Role:You will work on exciting projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to...

">ServiceNow SPM Developer Position">We are seeking an experienced ServiceNow Strategic Portfolio Management (SPM) developer to join our team.]Job Description">Servicing Our Clients with Excellence">As a key member of our organization, you will be responsible for designing, configuring, and supporting end-to-end solutions for Demand, Project, Portfolio, and...

Job SummaryAs a wealth management professional, you will be responsible for acquiring and managing high net worth individual (HNI) clients. You will conduct client profiling to offer various financial products and manage their portfolios for performance and profitability.Acquire and manage HNI clients to ensure seamless service delivery.Conduct client...

OverviewWe are seeking an experienced crypto trader to manage and publish one or more investment portfolios on our platform.This is an opportunity designed for individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Responsibilities:Manage and publish one or more crypto investment portfolios on the...

Financial Portfolio ManagerWe are seeking a highly skilled professional to manage and grow affluent client portfolios.Key Responsibilities:Develop strong relationships with high net worth clients to provide exceptional investment advice.Maintain existing relationships and increase assets under management through strategic investment services.Offer...

Portfolio Management SpecialistWe are seeking a highly skilled Portfolio Management Specialist to join our team. The ideal candidate will have experience in portfolio investment and fund-level models, cash flow projections, and financial reporting.Assist senior portfolio managers in maintaining and improving complex portfolio investment and fund-level...

Investment Counsellor Role OverviewThe Investment Counsellor is a key professional responsible for providing personalized investment and financial planning services to clients. This role involves assessing clients' financial needs, developing tailored investment strategies, and delivering expert advice to help them achieve their financial goals.Key...

Role SummaryThis is a unique opportunity to serve as a Client Portfolio Manager, responsible for acquiring and managing high-net-worth relationships. The ideal candidate will be the face of our business, with strong analytical skills and ability to work in teams.Key Responsibilities:Acquire and manage preferred clients (affluent & super affluent) through...

Head of Wealth ManagementWe are seeking a seasoned and results-driven professional to oversee our wealth management division. In this pivotal role, you will be responsible for providing bespoke investment advice to clients and expertly managing their portfolios to achieve optimal financial outcomes.Key Responsibilities:Build and maintain relationships with...

Senior Associate Job OpportunityJob Overview:As a Senior Associate, you will play a crucial role in managing the portfolio details of various private equity funds. Your responsibilities will include preparing pre-defined investor-specific quarterly reporting templates, analyzing PE fund performance, and calculating fund valuation data.Key...